The office is able to customize any patient related document:
- letter
- disclosure statement
- postcard
- medical alerts
- dental questionnaire
- medical questionnaire
To customize letters and disclosure statement documents:
- Click the word “Reports.” Select the and “Custom Letters” options from the dropdown list.
- A listing of all existing documents appears on the left. On the right side of the screen, a quick view of the highlighted document appears.
- To add a new letter or disclosure statement document:
- Click the Add New Letter button.
- Click the drop-down arrow to select the desired Letter Type classification.
- Input a Name for the document. This name will appear in the listing for easy selection of the desired document when it is generated for a patient.
- If a title is desired to show at the top of the printed document, indicate the desired text in the Title field. (This option is not applicable to disclosure statements)
- The document may be addressed to the Patient or the Responsible Party in the “To” field. If the addressee's address should be printed on the document, place a checkmark in the box at "Print Address." (This option is not applicable to disclosure statements)
- In the Body field, indicate the template text of the document.
- For document personalization as it is generated (These options are not applicable to disclosure statements):
- If a merge field should be included in the letter, click the Data button. A popup window appears, indicating possible selections. Click the desired tag, and click the Select button.
- If a question prompt should be included in the letter, click the Add Question button. Define the short question prompt. Click the Add Question button.
- Click the Save button.
- To edit an existing letter or disclosure statement document:
- Select the document from the listing.
- Click the Edit button.
- Edit as desired.
- Click the Save button.
To customize postcards:
- Click the word “Reports.”
- Select the “Custom Postcards” options from the dropdown list.
- A listing of all postcards appears on the left. On the right side of the screen, a quick view of the highlighted postcard text appears.
- To add a new postcard:
- Click the Add New Postcard button.
- Click the drop-down arrow to select the desired Postcard Type classification.
- Input a Name for the postcard. This name will appear in the listing for easy selection of the desired document when it is generated for a patient.
- In the Body field, indicate the template text of the postcard.
- For document personalization as it is generated, if a merge field should be included in the postcard, click the Data button. A popup window appears, indicating possible selections. Click the desired tag, and click the Select button
- Click the Save button.
- To edit an existing postcard:
- Select the postcard from the listing.
- Click the Edit button.
- Edit as desired.
- Click the Save button.
To alter medical alerts, as well as dental and medical questionnaires:
- Click the word “Setup” and choose the “Medical Setup” option from the drop-down list
- Choose the desired section:
- Medical Alerts
- Dental Questionnaire
- Medical Questionnaire
- To edit an entry:
- Select the desired item in the list
- Click the Edit button
- Enter the desired change
- Click the Save button
- To add an entry:
- Click the Add New button
- Enter the desired entry
- Click the Save button
- Click the Proof/Finalize button to view the change
- Click the Save button
NOTE: Only Western language style fonts may be used in documents and postcards. Non-Western language style fonts – including, but not limited to Cyrrlic, Chinese, Russian – may not be used in Denticon documents and postcards. Special character formatting such as Spanish tilde or German umlaut may not be used in Denticon documents and postcards.
NOTE: Denticon does not provide translation services.